Seven Investment Management seeks an Investment Associate to support Investment Directors with servicing qualified IFAs and clients in its RIS and Discretionary services. You will manage cash reconciliations, transfers, and portfolio activities within a regional panel.
As you gain experience, you’ll be the go-to contact for client/IFA queries, assist in annual reviews, and help drive new business and revenue targets while adhering to FCA Consumer Duty principles.
#J-18808-Ljbffr
We are looking to fill the Investment Associate: Client & IFA Growth position at Seven Investment Management in Greater London, England, United Kingdom.
The position is based in Greater London, England, United Kingdom.
This opportunity is part of our work in Finance.
The advertised compensation is 42.000 - 65.000.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.